Holders over time
- EME
- GE
| Quarter | EME | GE |
|---|---|---|
| Q3 2020 | 6 holders, $108m | none listed holders, n.a. |
| Q4 2020 | 5 holders, $124m | none listed holders, n.a. |
| Q1 2021 | 5 holders, $130m | none listed holders, n.a. |
| Q2 2021 | 4 holders, $127m | none listed holders, n.a. |
| Q3 2021 | 4 holders, $117m | 25 holders, $26.6bn |
| Q4 2021 | 5 holders, $136m | 26 holders, $26.6bn |
| Q1 2022 | 5 holders, $95m | 25 holders, $27.5bn |
| Q2 2022 | 8 holders, $109m | 24 holders, $19.7bn |
| Q3 2022 | 8 holders, $132m | 22 holders, $17.9bn |
| Q4 2022 | 6 holders, $155m | 27 holders, $23.5bn |
| Q1 2023 | 11 holders, $674m | 27 holders, $29.4bn |
| Q2 2023 | 11 holders, $907m | 36 holders, $33.2bn |
| Q3 2023 | 9 holders, $1.1bn | 31 holders, $32.0bn |
| Q4 2023 | 10 holders, $1.2bn | 34 holders, $35.7bn |
| Q1 2024 | 11 holders, $2.4bn | 39 holders, $48.3bn |
| Q2 2024 | 9 holders, $2.3bn | 35 holders, $44.2bn |
| Q3 2024 | 10 holders, $2.2bn | 33 holders, $50.4bn |
| Q4 2024 | 14 holders, $2.5bn | 35 holders, $42.1bn |
| Q1 2025 | 9 holders, $1.7bn | 36 holders, $48.4bn |
| Q2 2025 | 11 holders, $2.4bn | 33 holders, $61.9bn |
| Q3 2025 | 13 holders, $3.3bn | 31 holders, $67.0bn |
| Q4 2025 | 13 holders, $2.8bn | 35 holders, $67.3bn |
| Q1 2026 | 15 holders, $3.2bn | 38 holders, $62.0bn |
| Q2 2026 | 17 holders, $3.4bn | 33 holders, $76.9bn |
Emcor Group Inc
- Holders
- 14
- Reported value
- $2.5bn
- Buyers
- 8
- Sellers
- 5
Breadth +3 among 94 comparable managers.
Ge Aerospace
- Holders
- 35
- Reported value
- $42.1bn
- Buyers
- 18
- Sellers
- 16
Breadth +2 among 94 comparable managers.
Who holds both, Q4 2024
Both (9)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Renaissance Technologies LLC, Verition Fund Management LLC
Only EME (5)
Arrowstreet Capital LP, Brevan Howard Capital Management LP, Freestone Grove Partners LP, Millennium Management LLC, Squarepoint Ops LLC
Only GE (26)
AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Two Sigma Advisers LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, and 1 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.